Filed January 20, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $325,555 |
CETERA ADVISOR NETWORKS LLC7+ years Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $156,946 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,661 | $32,482-54.9% | $77,024-81.0% | $78,044-81.2% |
| Participation rate | 36.0% | 37.9%-1.9pp | 67.9%-31.9pp | 74.4%-38.4pp |
| Annual return | -11.39% | -7.74%-3.7pp | 42.32%-53.7pp | 10.87%-22.3pp |
| Employer contribution / active EE | $1,512 | $965+56.7% | $2,812-46.2% | $3,125-51.6% |
| Participant deferral / active EE | $2,964 | $2,316+28.0% | $4,426-33.0% | $5,084-41.7% |
| Admin fee / account holder | $109 | $107+1.9% | $5,425-98.0% | $79+38.5% |